Jim Lee Financial, LLC is an independent financial services firm in Encinitas, California, with over 32 years of experience helping clients retire well. Serving San Diego County and clients nationwide, we specialize in retirement income planning, 401(k) and 403(b) rollovers, estate and legacy planning, investment management, Social Security and tax strategies, life insurance, IRAs, RMD planning, federal employee benefits, and 529 college savings plans. Retire Well.